+3.0%
F vs RIVN
-85.3%
+88.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.5% | +1.7% |
| 7D | +5.3% | -2.1% | +7.4% | +5.7% |
| 30D | +4.6% | +1.2% | +3.4% | +4.3% |
| 3M | -3.7% | -13.1% | +9.5% | -2.4% |
| 6M | +16.8% | +5.5% | +11.3% | +13.8% |
| YTD | +15.3% | -20.1% | +35.4% | +17.2% |
| 1Y | +31.0% | +14.9% | +16.1% | +22.5% |
| 3Y | +45.4% | -32.5% | +77.9% | +39.3% |
| All | +3.0% | -85.3% | +88.2% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling